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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,987 | $157,829-60.7% | $136,867-54.7% | $198,609-68.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.28% | 51.25%-40.0pp | 42.97%-31.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $17,019 | $3,923+333.9% | $3,547+379.8% | $5,055+236.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $46,600 | $11,107+319.5% | $10,340+350.7% | $19,030+144.9% |